Team Members

Carlie Clayton

Senior Client Service Associate

Carlie Clayton began her financial services career in 2006 at A.G. Edwards & Sons, where she served as a Wire Operator and Receptionist. Her interest in the industry quickly grew, leading her to join Ameriprise Financial in 2007. Over...

Lisa Marcelli, CFP®, CDFA®

Managing Director

(713) 684-8130

Lisa.Marcelli@skywardfin.com

Professional ProfileLisa Marcelli brings over 38 years of experience and a deep dedication to improving clients’ lives through personalized financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ and a...

Matthew Houston

Managing Partner

(713) 684-7000

matthew.houston@skywardfin.com

Professional ProfileWith over 23 years of experience in financial services, Matthew Houston is dedicated to helping individuals and families pursue financial independence and long-term well-being. Known for his calm, disciplined...

Michael Hamilton

Managing Director

(713) 684-8052

Michael.Hamilton@skywardfin.com

Mike Hamilton is a seasoned professional in the financial services industry, bringing 40 years of experience to his role as Managing Director. Mike helps his clients pursue their specific financial needs through the combination of his...

Ross Stripling

Financial Advisor

After earning his Finance degree from Texas A&M University, Ross Stripling was drafted to play professional baseball. The experience taught him discipline, perseverance, and teamwork. When an arm injury early in his career required...

Steven Phan, CFP®

Vice President of Operations

(713) 492 0779

Steven.Phan@skywardfin.com

Professional ProfileSteven Phan serves as the Vice President of Operations at Skyward Financial, where he manages the firm’s operational systems, technology integrations, and internal processes. He works closely with the executive...

Valencia Linton

Office Manager, LPL Registered Administrative Associate

(713) 684-8053

Valencia.Linton@skywardfin.com

Valencia J. Linton embarked on her financial services career within the banking industry, navigating various roles in International Operations, Global Markets-Foreign Exchange, Funds Management, Institutional Retirement Services, and...